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Proformex

Name: Proformex
Rating: 4.5 (2 reviews)

By Proformex

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Highlights : About Proformex

Renewal Management

Life & Health

Cancellation Tracking

About Proformex

Proformex is a cloud-based life insurance policy management solution that helps independent agents, advisors, trustees and businesses of all sizes manage active policies via portfolio analytics, contract monitoring, reporting, and more. The platform stores all information in a centralized database, enabling users to review processes, set-up custom alerts and view potential sales opportunities. Proformex comes with performance monitoring functionality, which enables administrators to analyze the performance of policies against client objectives and receive alerts on sales prospects or system issues. Features include custom folders for multi-policy customers, contacts management, statement & illustration ordering, document management, multi-carrier/distributor database, and more. The search feature allows users to filter information by policy number, status or claim, and view result snapshots. Proformex enables agents to configure reminders for clients and create tasks with notes for teams. The drill-down analytics module lets organizations handle various factors such as anniversaries, premiums, beneficiaries, product types, policy owners, carriers, and other parameters across their client database.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Cancellation Tracking

Life & Health

Renewal Management

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